ProntoCare 1.25

Release Date : 03/04/2024

URL : /packaging/installPackage.apexp?p0=04t7F0000050oPs

Enhancement

• Gender Update for DEX

  • Updated Contact's picklist values.

    • Removed

      • Male 

      • Female

      • Intersex indeterminate

      • Not stated/inadequately described

    • Added

      • Man or male

      • Woman or female

      • Non-binary

      • Not stated

      • [I/They] use a different term

  • Updated code to support new Gender values.

  • Added support for Gender Details for [I/They] use a different term value

• Sync to DEX more than one Assessment

  • Updated code to sync more than one Assessment

Pre-upgrade Steps

1. Turn off the Sync scheduler

2. Upgrade to version 1.25

Post-upgrade Steps

1. Add new picklist values on the Contact -> Gender field

   • Man or male

   • Woman or female

   • Non-binary

   • Not stated

   • [I/They] use a different term

2. Remap old/current picklist values to new picklist values. (Note: confirm changes first with the client)

3. Deactivate/delete old picklist values.

4. Update the Contact lightning record page/s to Dynamic Forms to only display Gender Terms field if Gender = '[I/They] use a different term'. (Note: confirm layout change with client)

5. Backup all Reference Data (Custom Settings -> Reference Data) where CodeType = Gender

   

6. Replace all Reference Data where CodeType = Gender based on the Gender updates.

   

7. Turn on the Sync scheduler.